Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
2,204
-264
-11% -$94.2K 0.03% 419
2025
Q1
$985K Buy
2,468
+652
+36% +$260K 0.04% 310
2024
Q4
$652K Buy
1,816
+550
+43% +$198K 0.03% 378
2024
Q3
$438K Buy
+1,266
New +$438K 0.03% 509